+51.6%
IBIT vs APD
+27.0%
+24.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.5% |
| 7D | -6.2% | +2.2% | -8.4% | -6.6% |
| 30D | -14.4% | +9.4% | -23.8% | -15.9% |
| 3M | +12.5% | +4.7% | +7.8% | +11.3% |
| 6M | -11.9% | +5.5% | -17.4% | -12.9% |
| YTD | -18.7% | +31.4% | -50.1% | -24.4% |
| 1Y | -29.9% | +24.1% | -54.0% | -33.9% |
| All | +51.6% | +27.0% | +24.5% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling